401(k) · DOL Form 5500 · 2024
A&e Incorporated 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $76,824
- Avg per participant Below avg balance/head
Official DOL plan name: A&e Incorporated 401(k) Profit Sharing Plan & Trust · Sponsored by A&e Incorporated · Wisconsin · Manufacturing
$10M in assets, 136 participants
A&e Incorporated's A&e Incorporated 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,598 in Manufacturing (17,777 peers)
Coverage in Wisconsin
A&e Incorporated 401(k) Profit Sharing Plan & Trust covers 136 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.
- #7,598
- in Manufacturing (17,777 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $185K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A&e Incorporated 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers
A&e Incorporated 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,448,082 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
A&e Incorporated 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A&e Incorporated 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A&e Incorporated 401(k) Profit Sharing Plan & Trust reported net income fell from $1M in the plan year 2023 filing to -$185K in the plan year 2024 filing.
- A&e Incorporated 401(k) Profit Sharing Plan & Trust reported participants fell from 147 in the plan year 2023 filing to 136 in the plan year 2024 filing.
- A&e Incorporated 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390778827 · A&e Incorporated PY 2024 · 401(k)
A&e Incorporated 401(k) Profit Sharing Plan & Trust · $10M · 136 · 57th
- EBSA $10M
- EBSA 136
- EBSA 57th
- EBSA 401(k)
- EBSA near Definitive Media Corp. 401(k) Plan
- EBSA ind #7598
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Wisconsin →
A&e Incorporated 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$185K |
| Employer EIN | 390778827 |
| Plan Effective Date | 1963-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A&e Incorporated)
Sponsor-wide plan assets over time
All A&e Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 13.846356351335729% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $9M |
| 2023 | 1 | 147 | $11M |
| 2024 | 1 | 136 | $10M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
A&e Incorporated 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Definitive Media Corp. 401(k) Plan in NC ($10M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 136 · 0 off
- Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
- Edelstein & Company Profit Sharing Plan (MA) 136 · 0 off
- Patient Now LLC 401(k) Plan (CO) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.